Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Vanguard Target Retirement 2030 Fund Mutual fund n/a n/a n/a n/a in their Schedule of Assets, totaling $1.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | RSOURCE, LLC DBA KNOWTION HEALTH KNOWTION HEALTH 401(K) PLAN | BOCA RATON FL | 712 | $7.9M | $666K |
| 2 | HOMEWORKS ENERGY INC HOMEWORKS ENERGY, INC. 401(K) PLAN | MEDFORD MA | 601 | $6.4M | $442K |
| 3 | TEAMDYNAMIX SOLUTIONS LLC TEAMDYNAMIX SOLUTIONS 401(K) PLAN |
COLUMBUS OH |
| 139 |
| $12.9M |
| $208K |
| 4 | CLEARVIEW HEALTHCARE PARTNERS CLEARVIEW HEALTHCARE PARTNERS RETIREMENT SAVINGS PLAN | NEWTON MA | 425 | $45.1M | $173K |
| 5 | LUMISTRY, INC. LUMISTRY, INC. 401(K) PLAN | AUSTIN TX | 142 | $7.6M | $139K |
